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Kayne Anderson Energy Infrastructure Fund

227 hedge funds and large institutions have $585M invested in Kayne Anderson Energy Infrastructure Fund in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $604K | Put options by funds: $230K

39% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 57

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $526M → $585M (+$59.5M)

2% more funds holding

Funds holding: 223227 (+4)

0.83% less ownership

Funds ownership: 35.42%34.59% (-0.83%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
227
Holders Change
+4
Holders Change %
+1.79%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
29
Increased
79
Reduced
57
Closed
22
Calls
$604K
Puts
$230K
Net Calls
+$374K
Net Calls Change
+$660K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cornerstone Advisory
Maryland
$1.12M -$506K -56,054 -33%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$960K +$31.4K +3,479 +4%
AC
53
Aristides Capital
Kentucky
$912K
RA
54
RFG Advisory
Alabama
$895K -$27.1K -3,000 -3%
IWN
55
Independent Wealth Network
Iowa
$892K +$33.2K +3,678 +4%
PFS
56
Prospera Financial Services
Texas
$891K +$63 +7 +0%
AWA
57
Arete Wealth Advisors
Illinois
$882K -$8.05K -891 -1%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$858K +$109K +12,094 +16%
KPWS
59
Kestra Private Wealth Services
Texas
$846K -$29.9K -3,307 -4%
CFG
60
Cooper Financial Group
California
$843K +$43.1K +4,767 +6%
MSAM
61
Moloney Securities Asset Management
Missouri
$813K +$11.8K +1,302 +2%
SIA
62
Sit Investment Associates
Minnesota
$800K -$88.9K -9,844 -11%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$774K -$2K -221 -0.3%
JWM
64
Jeppson Wealth Management
California
$768K -$8.98K -994 -1%
TH
65
TCTC Holdings
Texas
$764K -$18.1K -2,000 -3%
VWA
66
Visionary Wealth Advisors
Illinois
$684K +$618K +68,370 New
Comerica Bank
67
Comerica Bank
Texas
$658K +$63.2K +6,994 +12%
Kayne Anderson Rudnick Investment Management
68
Kayne Anderson Rudnick Investment Management
California
$650K +$14.3K +1,580 +2%
BBL
69
Beck Bode LLC
Massachusetts
$632K -$122K -13,504 -18%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$632K -$159K -17,585 -22%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$626K -$21.5K -2,379 -4%
SMH
72
Sanders Morris Harris
Texas
$613K +$553K +61,200 New
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$602K -$25.9K -2,868 -5%
HH
74
Hilltop Holdings
Texas
$569K -$85.6K -9,478 -14%
Cerity Partners
75
Cerity Partners
New York
$555K +$10.4K +1,151 +2%

KYN Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson Energy Infrastructure Fund (KYN) for Q1 2024, worth a combined $585M — up 11% from $526M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KYN positions and 22 closed out — a net gain of 7 holders — while 79 added to existing stakes and 57 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $52.8M. The largest seller was Morgan Stanley, cutting an estimated $56M.

  • 227 institutional investors held Kayne Anderson Energy Infrastructure Fund (KYN) as of Q1 2024, up from 223 in Q4 2023.
  • Funds reported $585M of Kayne Anderson Energy Infrastructure Fund stock for Q1 2024, up 11% quarter-over-quarter.
  • 29 funds opened new Kayne Anderson Energy Infrastructure Fund positions in Q1 2024 and 22 closed out, a net change of +7 holders.
  • The largest Kayne Anderson Energy Infrastructure Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $52.8M added.
  • The largest Kayne Anderson Energy Infrastructure Fund seller in Q1 2024 was Morgan Stanley, an estimated $56M sold.

Based on aggregated 13F filings for Q1 2024.